Edison International · NYSE:EIX
Edison International — Investor Presentation (September 2017)
9 slides from Edison International's investor presentation, Sep 18, 2017
Slide 1: Edison Insights Series: Edison Energy Strategy Overview
Edison Insights Series: Edison Energy Strategy Overview September 18, 2017
Slide 2: Forward-Looking Statements
Forward-Looking Statements Statements contained in this presentation about future performance, including, without limitation, operating results, capital expenditures, rate base growth, dividend policy, financial outlook, and other statements that are not purely historical, are forward-looking statem
Slide 3: Edison Energy Group Strategic Review Outcomes
Edison Energy Group Strategic Review Outcomes March 2016 January 2017 • Launched Edison Energy • Announced plans to shut brand to energy users down Edison Water nationwide Resources and de- emphasize Edison Transmission • Edison International • Edison International • Reorganization and acquired thre
Slide 4: Edison Energy's Pathway to Success
Edison Energy’s Pathway to Success 5% near-term customer Break-even rate: end of 2019 penetration rate Proving the opportunity • Successful capture and delivery of managed portfolio solutions to target customers • Earnings breakeven by end of 2019 • No significant additional investments during proof
Slide 5: Addressable Market and Target Customers
Addressable Market and Target Customers Addressable Market Priority Customer Segments In 2014, Edison International began evaluating an energy services business for large C&I Identified ~250 priority customers customers with high level of • Found that 13%, or $27 billion, of all US C&I annual energy
Slide 6: Competitive Business Strategy
Competitive Business Strategy Current state Future state Providing Point Solutions Providing Integrated Solutions Managed Portfolio Solutions Energy Engineering ENERActive Solutions (ENERActive) Optimized solutions based on robust analytics of the Renewable Energy Altenex customer’s energy portfolio
Slide 7: Edison Energy Competitive Differentiators
Edison Energy Competitive Differentiators Key Competitors Edison Energy Differentiators Product centric companies and large Independent: not tied to a particular conglomerates with energy businesses such as technology or product (customer pull vs. Honeywell, General Electric and Schneider product pu
Slide 8: Appendix
Appendix September 18, 2017 7
Slide 9: Overview of Current Edison Energy Services
Overview of Current Edison Energy Services • Renewable energy advisory and • Performance engineering • Energy supply acquisition and procurement broker that consulting, energy planning, energy advisory offerings that deploys a marketplace approach efficiency auditing, new provides supply and to arra
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